Why Thinking Top-down Matters Now?
Is the market showing enough conviction in equity right now? A cursory look at flows will indicate strong domestic conviction…
Time to Invert
Will the market hold at current levels? Should we deploy money now or should we wait? Is it too late…
Where Will The Money Go Now?
The return of the FIIs seems to have just begun. After relentlessly selling Indian equities through the entire year in…
Will The Bull Grip Last
All the action of this result season was reserved for the last week. In the early weeks, the bluechips and…
The Opportunity In Irrationality
Respecting valuation is a fundamental behavioural trait in every good investor. Losing sight of valuation discipline in a soaring, frothy…
Turn Inward
Every investor will always be asking questions. These questions will mostly be targeted at others. We tend to show excessive…
Free Hit In Value Investing
Equity clearly remains the preferred asset class right now. This has more to do with other asset classes like real…
The Contrarian Edge
Contrarian investing, when done with a strong valuation alignment, can be very powerful even while investing in thematic mutual funds.…
Will Results Turn The Tide?
Taking a contrarian position in a theme in the face of adverse public opinion is never going to be easy.…
The Opportunity In Fear
When pessimism peaks, nobody wants to stick their neck out. Everybody wants the pessimism to abate so that they can…
The Revolving Door Of Opportunity
We are affected by the extreme volatility in this year’s top-performing markets. Even when those markets look vulnerable, we are…
From Macro Anxieties to Micro Opportunities
The war we dreaded seems to be slowly grinding to an end. The oil we needed is finally moving through…
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